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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

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Recent Discussions

Dashboard Chart - Axis number formatting
Hi all, I'm trying to change the Bar Chart horizontal axis number to be financial number format (x,xxx,xxx). The values of the series are already in financial number format but the axis numbers aren't. Attached screenshot for reference. Is there a place I can change the format of the axis to financial numbers? Thank you…
PDF print out of Dashboard chart does not show the coloured buttons of the chart legend
Hi, I'm trying to print PDF of my Dashboard but no matter how many times I try, the chart's legend area does not show the coloured buttons corresponding to the categories. Attached is a screenshot for reference. Does anyone know how to fix this? Many thanks, Thuy
Freeze Dashboard Header in Presentation View
Dashboard titles are always visible (frozen) at the top of dashboards, except in presentation view. We have received requests to ensure that the name of the project and the project overview are always visible at the top. Our idea is for Smartsheet to create a "header" using the first x rows of graph paper, or to create a…
Dashboard
Hi Team, I'm having trouble pulling data from a sheet into a dashboard, it won't let me select the tabs I'd like to use. Any tips?
Guest User with Admin Permissions is unable to edit a Dashboard
I am the owner of a workspace that has multiple sheets and a dashboard. There are 3 Guests with Admin permissions for the whole workspace. They can edit the sheets, but not the dashboard. Is there a different type of permissions or some kind of limitations to dashboard editing for Guests?
Multiselect Dashboard Widget HELP!
Hello! I am attempting to create a dashboard widget that shows me how much budget we are spending in each segment, and in what category. The source sheet contains these columns… "Budget" - text/number column "Category" - dropdown list (restricted to list values only) "Segment" - dropdown list (allows multiple values per…
Templates for Gov Users?
I used Smartsheet extensively in a previous role and was able to get a massive amount of inspiration and questions answered from utilizing and customizing templates created by Smartsheet and/or the community. In my current role, I work for local Government that just started using the FedRAMP Gov. version. I'm finding that…
Is there a tutorial on how to use the Agile Project with Effort Burndown Dashboard
I would like to use this dashboard, but I would like to know if there is a tutorial so I can learn it step by step. I learn by re-creating the dashboard item by item.
Smartsheet Employee Dashboard functioning like an app
Hi there I have created a Smartsheet Dashboard for each employee, with sheet visual icons related to their worksheets. It serves as a quick link and hosts only the sheets they need to access and work on. The Icons are categorised as per our company's production and accountability structures. It resulted in no further…
Dashboard edit button missing
Hello, I setup a dashboard few weeks ago and now I'm unable to make ay edits to the dashboard. I still have admin access but the edit button on the top right corner is missing.
Change chart series labels
It would help if we could change the names of chart series labels for summarized data like sums and/or counts. Right now I'm having to explain the difference in labeling on my dashboard.
Seeking automation for Monthly Dashboard with separate Month Rows
Hi all - i am building a monthly dashboard with separate columns for each month's status, key takeaways, and next steps. I am wanting to build an automation that says for example: 'your {{current month}} status update is due, your last {{last month}} update was {{status color}}. Please be sure to indicate your key…
Auto-resizing of Calendar App
Having the ability to auto-resize the Calendar App view based on the widget size is needed. We have a "Due in 7 Days' calendar for our dashboards and would like it to be anchored at the top right. Unfortunately, as currently designed, the calendar takes up a significant amount of space and must be moved to the bottom.
Sheet row not present in Chart Widget
I created a Chart Widget in my dashboard that has a sheet as it's data source. However, one of the rows from the sheet is not showing up in my chart. it is a chart type Stacked Column showing % completion. All other rows show up. I cannot figure out why. Has anyone else ever had this happen?
How do I get a dashboard chart based on a report to display as a donut chart?
I'm trying to display a task progress chart showing "complete", "late", and "not complete" in my dashboard and for some reason the chart will display as a column chart but it won't display as a donut chart even though I'm referencing the same report. I'd prefer to display as a donut chart as I think it looks better and is…
Keep getting Selected data cannot be charted. Please select a new range.
Hello, I am trying to create a chart widget in my dashboard, but I keep getting "Selected data cannot be charted. Please select a new range." error. The report I am using is already summarized in numeric value. What is funny is I have report that I created a chart widget in another dashboard, and when I use that same…
Is there an issue with using reports on a dashboard to create a graph?
I've done this a million times - create a report, separated by campus with a total $$. Then add it to a dashboard and make a graph. NOTHING is working right now when I try to do this. I get an error that the data cannot be charted. What the what? Help anyone? Is this a issue since they apparently changed something in the…
Selected Data Cannot be charted
It does not matter which data I select, I am getting the error of Selected data cannot be charted. I even tried reusing a report that is producing a chart on a different dashboard, but I am unable to create new charts in a dashboard. Anyone have any ideas as to why?
Cannot create new Chart from a report
I can create a Chart in Dashboard from sheet well but from Report is not working now. I just try with simple Report (just contain 2 column Primary and Number) but cannot make the chart. Is there any changes recently right, because I haven't worked with Smartsheet dashboard for a long time and I remembered that I could do…
Native Secondary Axis & Mixed Charting
Problem: Current Limitations Scale Conflicts: Currently, users cannot easily plot two data series with vastly different scales (e.g., "Budget" in millions vs. "% Complete" in decimals) on the same chart; the smaller metric becomes invisible. Complex Workarounds: Users are forced to create "Helper Columns" (to manually…

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